Modern Capital Advisors provides personalized investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Modern Capital Advisors offers continuous and ongoing supervision of investment portfolios, utilizing a strategic asset allocation approach with a core and satellite strategy. This may include recommendations of third-party money managers, individual securities, mutual funds, exchange-traded funds, and bonds. In addition to investment management, Modern Capital Advisors offers individualized financial planning services, covering comprehensive financial plans as well as modular planning focusing on specific areas such as retirement, estate planning, college planning, or asset allocation. Modern Capital Advisors works with clients to establish their long-term financial goals, taking into account tax situations, risk tolerance, and liquidity needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Modern Capital Advisors may waive its minimum fee or charge a lesser fee based on criteria such as historical relationship, type of assets, and anticipated future additional assets.